GSI Wealth Management Ltd provides independent financial advice to make your finances less complicated.

Because Your Family Matters

Welcome to GSI Wealth Management Ltd

We aim to make financial advice clearer and easier to understand, whilst focusing on building successful and long-term relationships with our clients. Giving peace of mind is what underpins everything we do.

Estate Preserver

We help you define the value of your estate, and understand the options available to you for protecting it for your family.

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Pension & Retirement Management

We use advanced Risk Profiling techniques to provide you with a personalised pension investment model.

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Investment Management

We will help you grow, protect and enjoy your investments.

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We run our own free educational seminars

Why not attend a seminar to see if your current financial planning is working?

For your benefit, GSI sponsors three different seminars throughout the year at various venues. Our seminars are designed to give you all the information you need to help manage your financial directions confidently.

The topics we cover are:

 The Will, Trust & Inheritance Tax Planning

 Investment Management

 Pension Planning

Each seminar has been constructed to help you better understand the given topic and involves no selling, it is purely educational.

Click here to view all of the events.

Investment Seminar

19th September 20181:30 pm - 4:00 pm
Mercure Tunbridge Wells
Tonbridge Road, Pembury, Tunbridge Wells, Kent TN2 4QL
Investment Seminars

Nobody knows what is going to happen after Brexit!
Standing still is not an option. You will be swept along with so many others who are plagued with doubt, insecurity and inexperience in dealing with events as they happen.

This could seriously damage your savings, your future wealth and income.

You should never feel helpless in this situation; take action to protect your investments and give yourself peace of mind!

This seminar is for anyone who needs to look after their savings for the generations to come, or who live from the interest the savings produce.

When attending this seminar you will learn:


  • How to increase the return on your savings and reduce risk.

  • How to protect yourself against bank failures and stock market falls.

  • How to reduce the tax you’...

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Will Review

19th September 20189:30 am - 12:00 pm
Mercure Tunbridge Wells
Tonbridge Road, Pembury, Tunbridge Wells, Kent TN2 4QL
The Will Review Briefing

New Inheritance tax rules were introduced by the government in April 2017, which will almost certainly mean your Will is out of date.  You may have read or heard that homeowners will no longer have to pay inheritance tax on the first £1M of their estate – But will you qualify for the tax reduction?

To benefit from the new Inheritance Tax allowances, millions of Wills need to be updated. It is important to regularly review your Will ensuring that your legacy will pass to the right people & that your family will benefit from the new Inheritance Tax legislation.

At the FREE Will Review Briefing we will explain how the new legislation works, and what you need to do to take advantage of these new rules.

Click the event you want to attend to book a place.

More
New Inheritance tax rules were introduced by the government in April 2017, which will almost certainly mean your Will is out of date.  You may have read or heard that homeowners will no longer have to pay inheritance tax on the first £1M of their estate – But will you qualify for the tax reduction?

To benefit from the new Inheritance Tax allowances, millions of Wills need to be updated. It is important to regularly review your Will ensuring that your legacy will pass to the right people & that your family will benefit from the new Inheritance Tax legislation.

At the FREE Will Review Briefing we will explain how the new legislation works, and what you need to do to take advantage of these new rules.

Click the event you want to attend to book a place.

Disclaimer

GSI Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority under reference 460572 and a Limited Liability Company, registered in England under reference 05884747

GSI Wills and Trusts LLP is not a regulated company

Contact Details

GSI Wealth Management Ltd
1 Churchill Court
Horton’s way
Westerham
Kent
TN16 1BT

Telephone: 01959 561 500
Fax: 01959 562 570
Email: Click here

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